The Delphos Group



When you’re ready to sell your business or desire to find an equity partner to take your business to new heights, we follow a 12 step proven methodology outlined below.

Our Custom 12 Step Process
Our methodology outlined in 12 proven steps takes you to market with an accurate value and ensures a successful, well-executed strategy. Built upon 20+ years of experience, our 12 Step Process is the key to our success.

Step 1.
We meet with you to ensure both sides have clear and realistic expectations.

Step 2.
We provide you with a “street market value” that is integral to assuring pragmatic assumptions and a successful sale. A realistic potential selling range enables you to collect the information you need in order to determine your next step - which may be to sell now, find an equity partner, or hold. Personal goals and objectives are clearly defined to assist in your decision-making process.

Step 3.
Once the decision is made to move forward, a well-defined exit strategy leaves nothing to chance and gives you the opportunity to fix any outstanding issues before going to the next step.

Step 4.
During a series of in-depth meetings with you, we delve into all aspects of the company. The history, financial results and forecasts, operations, key personnel, marketing and selling, competition, industry forecasts, environmental and legal issues, and capital requirements are reviewed. Then, we produce the Confidential Business Report (CBR) about the company.

Step 5.
Research is conducted to identify the most probable buyers for the company. We collaborate with you and your input is invaluable. No action is taken without your approval at any time throughout the process.

Step 6.
A Confidential Business Summary (CBS) is prepared. This overview is distributed to potential acquirers. Professionally prepared, the summary masks the company’s identity to protect your confidentiality while it entices potential buyers at the same time.


Step 7.
The marketing process begins. Targets are sent CBS’s and then followed-up in person. Pre-qualifying prospective candidates is a key component of the selling process. We assess prospective buyers through a series of in-depth interviews where we test motivation, sincerity, intent, and financial strength.

Step 8.
Only qualified potential buyers obtain access to our Confidential Business Review (CBR) after signing a binding non-disclosure and confidentiality agreement. This strategic document sets the stage for open dialogue regarding the value of your company by presenting a strong case for the future value of your company.

Step 9.
As intermediaries, we negotiate on your behalf the best deal so that we arrive at an agreement in principle before proceeding with formal legalities. Our goal is to garner multiple qualified offers from which to choose the best buyer at the best price.

Step 10.
The next step is a Letter of Intent. This triggers the “due diligence” investigation into your business which encompasses a review of your company’s financial history, organization, and operations. It also ensures both parties have clear, realistic expectations and are making informed decisions.

Step 11.
Once due diligence is completed and all business issues are put to rest, the buyer’s attorney will prepare a definitive purchase agreement for the Delphos Group, your accountant, and your attorney to review. When all legal issues are resolved, the final agreement is executed.

Step 12.
Closing. Payday has arrived. Congratulations!